Elevate your career as a CRM Product Owner with Solutions Metrix, focusing on financial services clients. Design custom CRM solutions while enhancing business operations and client relationships.
In this role, you'll deliver tailored CRM strategies for Banks and Credit Unions, utilizing your expertise to analyze processes and identify optimization opportunities. Collaborate directly with clients, creating process maps and detailed system architectures to meet specific business needs. Your ability to lead discussions and deliver training will ensure optimal CRM adoption and usability.
Key Responsibilities:
• Provide expert advice to optimize banking operations
• Analyze client processes for CRM enhancement opportunities
• Develop training materials and deliver workshops




• Automate tasks to improve engagement and streamline workflows
• Participate in agile ceremonies and project documentation
Requirements:
• Degree in Software Engineering or IT
• Valid CRM Certification
• Extensive CRM implementation experience in financial services
• Solid client relationship management skills
• Ability to merge strategic planning with practical execution
As a key player, guide clients in optimizing CRM solutions and share your expertise with junior consultants.
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📌 CRM Product Owner for Financial Services (Montreal)
🏢 Solutions Metrix
📍 Montreal